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Preview a list as your client sees it

Before you share, check what your client will see: which candidates, which details, and whether CVs are visible. The preview shows the list exactly as a client sees it, without sending anything.

Written by Jan Alexander Jedlinski

Who can do this: anyone who can open the list.

Before you share, check what your client will see: which candidates, which details, and whether CVs are visible. The preview shows the list exactly as a client sees it, without sending anything.

Open the preview

  1. Open the list.

  2. Click More > Preview list. Or click Share your list > Preview list.

Switch between client views

Use the bar at the top of the preview:

  • the list access setting, to see the list with another access level

  • Email verified (logged in) or Email not verified (logged out)

  • on lists where CVs need to be requested, the CV status (for example CV not requested or CV revealed)

  • desktop or mobile

Preview bar with access level, Email verified switch and desktop and mobile buttons

What to check

  • Candidates: only Active candidates show. Draft, Ready and Inactive ones are hidden.

  • Stages: clients see the stage column with counts, and the stage of each candidate.

  • Profile details: names, contact details and CV follow your Candidate appearance and Candidate data control settings.

  • Logged out: depending on the list access, clients see a Confirm your email box before they can open the list or the CVs.

  • Header: your branding, the list owner and Forward list.

Good to know

  • The preview doesn't send any email.

Opening the preview doesn't count as a client view. It doesn't show in the list's Activity.

  • Want to see the real client experience, emails included? Share the list with a private email address of your own. Don't use an address that will later be a Candidately user login: an email address can only belong to one account, so it could block that person's invite.

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